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© Global IP Telecommunications Ltd., 2005
X-TAPI
PhoneControl Version 1.0.1
http://www.globaliptel.com
http://www.xten.de
© Global IP Telecommunications Ltd., 2005
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© Global IP Telecommunications Ltd., 2005
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© Global IP Telecommunications Ltd., 2005
Table of Contents
X-TAPI
About Phone Control
System requirements
Installation
The beginning
Create and restore backups
Control and exchange profiles
Outgoing calls out of TAPI supporting applications
Incoming calls from TAPI supporting applications
Start PhoneControl with Windows
Language support with PhoneControl
Register X-TAPI
Diagonistic and error handling
Diagonistic and error handling
Why you need an Outlook PLUGIN
Hand operated Installation
Configuration
Functioning of the Outlook PLUGIN
Outgoing Calls
Incoming calls
Journal
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X-TAPI
About Phone Control
With X-TAPI you get the most puplar SIP softphone in the world with an own TAPI TSP (T
elephony Service Provider) and a TAPI (Telephony Advanced Programmers Interface) Client
Interface solution. All applications that support TAPI, such as Sage Small Business Solutions,
ACT!, CD Phonebooks, Microsoft Exchange, Microsoft Outlook and a lot of PBX and most
CRM software solutions, are compatible with X-Pro TAPI.
TAPI is used by millions of corporate computer users. It is one of the most important
interfaces in Microsoft Windows Communication Management. Now you are able to make
calls easier as anytime before. You can make outgoing calls with a simple click on a contact
in your favorite customer relationship management software. X-TAPI comes with its own
tailored Telephony Service Provider. No additional third party solutions are not needed to
interface with your customer relationship management software or hardware application.
Outgoing, as well as incoming calls are supported. An incoming call signals your CRM
software with TAPI interface that there is a new call. Most CRM solutions display a popup
window with the contact information off the callee. With X-TAPI you can now use SIP
communication also with professional corporate software in the best quality.
X-Pro TAPI consists of three components:
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X-PRO (Xten's award-winning SIP softphone)
TAPI-Driver (Telephony Service Provider)
PhoneControl (Control software with user interface)
Please note that you can only use the TAPI features mentioned above with X-TAPI. Already
installed versions of X-PRO and/or X-Lite do not provide these features. You can although
use an already existing configuration of your Xten software. Please see „First Start“.
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System requirements
Minimal requirements
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PC, Pentium II - CPU 266 MHz or higher
64 MB RAM
10 MB free disk space
Windows NT/XP/2000 or Windows Me/98(Vers.2)
Internet access (min. modem 56k or better)
Recommended configuration
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PC, Pentium III - CPU 1000 MHz or higher
256 MB RAM
10 MB free disk space
Windows NT/XP/2000
Internet access (flatrate, T1, xDSL)
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Installation
Please execute the „X-TAPI“ Setup file. The Setup
will start and the Setup assistent will help you to install
X-TAPI on your computer.
After starting setup.exe, click at "NEXT" to proceed to
the license page.
Pleases read and accept the end user licence by
marking "I accept the agreement" and press the then
clicking at "Next".
These windows display build information of the
software and the default install path of X-TAPI. If you
want to choose a different path, press the "BROWSE"
button.
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If you want to use the Outlook Add In then mark the
checkbox and click "Next"
The Outlook Add-In installs automatically. You need
only to restart Outlook to get the new festures. All
options are preconfigured and you don't need to
configure it by yourselves.
Press "NEXT" and choose now a different Folder
name of X-TAPI if you want.
By clicking "NEXT" again you can set the autostart
function when windows start and you set if the setup
shall make desktop or quick launch icons.
Clicking at the "NEXT" button finally installs X-TAPI.
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Launch X-TAPI and exit the installer.
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The beginning
First steps
When launching X-TAPI for the first time, you will be asked fto choosing a configuration for
X-PRO. Already existing configurations of X-PRO will be listed at the tab „Existing Profiles“.
X-PRO configuration backups can be found on the „Backups“ tab if there are any. If you do
not have one of these options or if you do not want to use them, please click at the „Create
New Profile“ button. A new profile will be created and X-TAPI will ask you to enter all
necessary settings after the program has been started
After the application has been started correctly, the X-TAPI control panel (PhoneControl) can
be found in the system tray at the lower right corner of the screen. It launches a new
instance of the X-PRO softphone. By clicking at the phone icon, a menu appears from which
you can change or modify the provider settings. Furthermore you can open PhoneControl or
the system phone settings or exit the program.
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Create and restore backups
The menu item „X-PRO Configs“ provides a very convenient way to create backups of
settings of the X-Pro softphone. Please note that the ini file which is located in the
installation folder of X-TAPI must be saved prior to uninstalling this software in order to keep
all backed up settings.
You can store a well-working configuration of the X-TAPI softphone at a click of the right
mouse button. Restauration of settings is also very easy.
This function is very useful when testing new SIP proxies because there is no risk to loose
working settings.
Please note that all shown settings and configurations in the following description are only
examples!
In order to save a existing configuration, please select "X-TAPI Configs" in the tree menu. In
the window on the right side there are all existing X-Pro configurations on your computer
listed. By clicking at the right mouse button, a context menu pops up. It contains the
following options:
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Make backup...
Set as default profile
Delete
Creates a backup of the selectet settings.
Makes the highlighted profile the default profile.
Deletes the highlighted profile.
The active standard profile appears with bold characters.
When choosing the option "Make backup...", you will be asked for the name of this profile
backup.
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Subsequently the backup is created. A progress bar informs about the status while the
backup is created. After the backup has been created, a new entry with the previously
selected name is displayed in the right window.
If you want to restore the backup, simply move the cursor to the backup that is to be
resored and click the right mouse button. A context menu with the following options will pop
up:
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Restore...
Restore as...
Delete
Restores the selected backup and restarts X-TAPI
reserved for future extensions
Deletes the selected backup
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Control and exchange profiles
The X-TAPI control and dial plan profiles can be edited in the „Provider Settings” menu. You
can add new settings, edit and delete settings and the active profile is defined here. In the
right window you see all settings you have made in past. To change the settings please hit
the right mouse button for the context menu.
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New
Edit
Set as default setting
Delete
Creates a new entry
Edit a selected entry
Marked settings will be set as default setting.
Deletes a selected entry.
The "Edit" submenu instructs X-API to apply a certain dial plan. As an example, a SIP proxy
might need to remove a few leading characters and add an exit code (prefix) in order to be
able to translate entries in a phone book into the notation of the SIP proxy for outbound
calls.
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Outgoing calls out of TAPI supporting applications
Example: Outlook 2003
Please launch Microsoft Outlook 2003 and make sure that the control panel of X-TAPI
(PhoneControl) is running.
Select a contact within Outlook. Place the call by selecting „Call contact…“ from the context
menu that opens when a contact is highlighted and the right mouse button is clicked at.
The dialog window named „New Call“ pops up. Press the “Dial options” button.
Another new dialog appears. Please select „X-PRO MultiLine“ from „Connect by this line“ and
close the window by clicking „OK“.
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You can then initiate the call by clicking at „Make call“. You can end the call by clicking at
„Terminate call“ or alternatively by clicking at the red hang-up button in the X-TAPI user
interface.
2nd example: Windows Dialer
Start Windows Dialer (dialer.exe). Select „X-PRO MultiLine“ from the options menu. Now you
can start and terminate calls with the dialer.
The Windows Dialer (dialer.exe) is a standard application, which is installed with every
Windows operating system. In case that you cannot find or start the dialer from the
Programs menu, please refer to the following steps:
1. Click „Start“ at the task bar.
2. Choose „Execute…“
3. Enter dialer.exe and click „OK“
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Many applications use Windows Dialer for making calls calls.
We have not included screenshots of Windows Dialer as the software may appear differently
with your version of the operating system.
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Incoming calls from TAPI supporting applications
From X-TAPI recognized calls are signaled by our TSP (Telephony Service Provider)
automatically to all other TAPI supporting apllications (Outlook Plugin, CRM Software).
Third party applications are using our information to opend contact windows or notice forms.
Please take a look into the user manual of your third party application if it supports TAPI and
how you can configure it.
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Start PhoneControl with Windows
If you want to run PhoneControl with Windows startup you can check „Start with Windows“.
Please use this way and do not create a link within AutoStart.
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Language support with PhoneControl
If you want to run the X-TAPI control panel when the operating system boots, please check
„Start with Windows“.
The current version of X-TAPI only supports the English language.
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© Global IP Telecommunications Ltd., 2005
Register X-TAPI
When purchasing the software from the online shop at www.globaliptel.com or at
www.xten.de, you get an eMail with the registration key that is required for calls that are
longer than 40 seconds.
You can also find this key in your personal online account.
Please copy the key string completely by using copy / paste (STRG+C = copy, STRG+V =
paste) into the registration dialog and press the “OK” button.
After a successful registration, your name and customer number as well as your registration
key are displayed in the Registration form. The product is now fully functional.
How to register the software?
1. Choose "Show PhoneControl" in the system tray
2. Click at "File" in the top menu bar and choose the menu item "Software Registration".
The following dialog appears:
3. Click at the button "Please click here to register!". You will see following dialog:
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4.
5. Please copy the key that you have received from us in the Textbox by pressing "Ctrl + C"
(copy) and "Ctrl + V" (paste).
6. Click at "OK" and you will see your registration information in the registration form.
Now your version of X-TAPI is a full version and you are able to make calls without any
limitation.
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Diagonistic and error handling
If unexpected errors occur or if features of PhoneControl are missing, the „Log“ window
provides hints to our support team.
You can save the LOG file by clicking at „File" and then "Save LOG-File“.
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Why you need an Outlook PLUGIN
Microsoft uses different dialers in all their Windows Operating Systems. All these dialers
have a commend ground, but they don't support incoming calls.
This was the main reason for Global IP Telecommunications to develop an Add-in that
supports in- and outbound telephony traffic for the most widely used e-mail client in the
world .
The following versions of MS Outlook are supported:
Outlook 2000
Outlook 2002 (XP)
Outlook 2003
Exchange Server (Outlook connected Folders)
The X-Outlook Add-In shows all in- and outbound calls in an own window.
IMPORTANT: Please note that the X-Outlook Add-In gets more additional functions
in future. Please check our webpage time to time at www.globaliptel.com or at
www.xten.de for newer versions.
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Installation
X Outlook TAPI installation is very easy. Please go to the standard application path
c:\programm\X-TAPI and start xoti.exe. The installer can install and deinstall the product.
Please choose “Install X Outlook TAPI”
The X Outlook Plugin is now installed. On the next start of Microsoft Outlook you will find a
new tab sheet in the Options menu that pops up when clicking at "EXTRAS" in the top menu
bar.
To uninstall the Outlook Add-In please start "xoti.exe" and press "Uninstall X Outlook TAPI"
Install and Uninstall take effect with the next start of Microsoft Outlook.
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Configuration
The Outlook Add In configuration will be done automatically with the X-TAPI installation or
by Hand operated installation.
You will find a new tab sheet named "X Outlook".
You can start X-TAPI and make calls. directly after the installation Outlook will open a
window for incoming calls.
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Functioning of the Outlook PLUGIN
With this version of X-Pro TAPI, MS Outlook integration has been optimized so that users do
not need to get used to many new windows. Phone features have been integrated in the
familiar Outlook enviroment.
The Outlook plugin adds a new buttons with the Xten logo to the "contact" form. The button
is needed to initiate outgoing calls.
If you want to make an outgoing call, please choose a contact and press the Xten button.
If a contact card is already open, just press the Xten button.
You will get a popup window where you can choose the phone number which is then dialled
by the softphone.
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Outgoing Calls
After choosing a contact and after hitting the Xten button in order to make a call, the
following window pops up:
With the pulldown menu you can choose from the available phone numbers. Please confirm
your selection with "OK"
A new window that displays caller ID and the call status pops up.
If the call has been established, "CONNECTED" is displayed as status.
The status window opens and closes automatically. It is closed as long as there are no calls.
As soon as status information is available, you can open the contact card that is associated
with the callee by marking the callee and then clicking at "Show contact".
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Incoming calls
Similar tooutgoing calls, a status window is opened for incoming calls. You will get the status
"OFFERING" including the phone number of the callee.
As soon as status information is available, you can open the contact card that is associated
with the callee by marking the callee and then clicking at "Show contact".
You are also able to add new contacts for unknown or new callees. Mark the incoming callee
and click "Show Contact..."
In following example we have changed to the callee line. The person of the first call gets ON
HOLD.
Now we make a conference call with all parties and get the status Connected for all Caller
and Calles.
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© Global IP Telecommunications Ltd., 2005
Anrufjournal
All incoming and outgoing calls are at the standard Outlook Hournal. You get all important
Call data which can be sorted or categorizised! Please use the familiar Outlook options to
change and modify the Journal.
Sort all data with a simple click onto the header or make your own categorie with Outlook's
proven group options.
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Index
-AAnrufjournal 30
Arbeitsweise des Outlook PLUGIN 27
Ausgehende Anrufe 28
Ausgehende Anrufe aus TAPI-fähigen Anwendungen 15
-DDiagnose und Fehlerbehebung 23
-EEingehende Anrufe 29
Eingehende Anrufe an TAPI fähige Anwendungen 18
Erstellen und Wiederherstellen von Backups 11
Erster Start 10
-KKonfiguration 26
-MManuelle Installation 25
-PPhoneControl gemeinsam mit Windows starten 19
-SSpracheinstellungen unter PhoneControl 20
Steuer- und Nummerersetzungsprofile 13
Systemvoraussetzungen 6
-WWarum ein Outlook PLUGIN 24
Was ist X-PRO TAPI PhoneControl 4
-XX-TAPI 4
X-TAPI nach Installation freischalten 21
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© Glonal IP Telecommunications Ltd., 2005
www.globaliptel.com
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